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Carnival Corp raises annual profit forecast again on steady cruise demand

Published 06/25/2024, 09:26 AM
Updated 06/26/2024, 07:41 AM
© Reuters
CCL
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By Granth Vanaik and Doyinsola Oladipo

(Reuters) -Carnival Corp raised its annual profit forecast on Tuesday for the second time this year, banking on higher prices for its itineraries and sustained demand from Americans for cruise holidays.

The company's U.S.-listed shares, which have fallen more than 11% this year, rose 6.71% to $17.48.

2024 has been a record year for cruise operators, with booking volumes hitting an all-time high as travelers continue to seek out newer experiences and fun activities at affordable rates, giving companies room to hike ticket prices to offset elevated operating costs.

"The company continues to experience strong bookings momentum driven by record booking volumes for 2025 sailings," Carnival (NYSE:CCL) CEO Josh Weinstein said.

"While still early, the cumulative advanced booked position for full year 2025 is even higher than 2024 in both price (in constant currency) and occupancy."

Carnival's total customer deposits during the second quarter reached an all-time high of $8.3 billion, surpassing the previous record by $1.1 billion, the company said.

The cruise operator reported a quarterly profit of 7 cents per share and 11 cents per share on an adjusted basis.

Analysts had expected a loss of 2 cents per share, according to LSEG data.

"Carnival's net debt remains stubbornly high at $27.7 billion," Derren Nathan, equity analyst at Hargreaves Lansdown, said.

"With the second quarter typically being the strongest for cash generation there may not be too much further movement (in reducing debt) this year."

Carnival said it prepaid $1.6 billion of debt during the second quarter on the back of strong liquidity and improved financial performance.

Cruise costs per available lower berth day, or the passenger capacity of a ship while it is sailing and in service, rose 4% during the second quarter.

© Reuters. FILE PHOTO: The Queen Mary 2 cruise ship by Cunard Line, owned by Carnival Corporation & plc. is seen docked at Brooklyn Cruise Terminal in Brooklyn, New York City, U.S., December 20, 2021. REUTERS/Andrew Kelly/File Photo

Carnival now expects 2024 adjusted profit per share of about $1.18, compared with its earlier forecast of 98 cents.

Rivals Royal Caribbean (NYSE:RCL) Group and Norwegian Cruise Line (NYSE:NCLH) have also raised their annual profit targets in recent months.

 

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